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Per Stirling Capital Management’s Fidelity Fundamental Small-Mid Cap ETF FFSM Stock Holding History

Per Stirling Capital Management’s Portfolio FFSM Stock Details FFSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.07M Sell
54,079
-3,726
-6% -$133K 0.2% 95
2026
Q1 		$1.85M Buy
+57,805
New +$1.89M 0.2% 93

Other funds holding FFSM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
KOMWMG
Kerntke Otto McGlone Wealth Management Group Appleton, Wisconsin $165M AUM 23.53% 1-Year Est. Return
AWA
Acumen Wealth Advisors Chattanooga, Tennessee $472M AUM
KL
Keenan LLC Boston, Massachusetts $142M AUM
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
EFA
Evernest Financial Advisors Carmel, Indiana $478M AUM 24% 1-Year Est. Return
GPWA
Gaddis Premier Wealth Advisors Durant, Oklahoma $165M AUM
NG
Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return

Per Stirling Capital Management's FFSM Position: Q2 2026 in Review

Per Stirling Capital Management reduced its Fidelity Fundamental Small-Mid Cap ETF (FFSM) stake by 6.4% in Q2 2026, selling an estimated $133K and leaving 54,079 shares worth $2.07M. The position accounts for 0.2% of the portfolio, ranked #95.

Per Stirling Capital Management first reported a position in FFSM in Q1 2026 and has held it in 2 quarters since. 86 funds tracked by Wall St. Rank hold FFSM as of Q2 2026.

  • Per Stirling Capital Management held 54,079 shares of Fidelity Fundamental Small-Mid Cap ETF worth $2.07M as of Q2 2026.
  • Per Stirling Capital Management sold 3,726 Fidelity Fundamental Small-Mid Cap ETF shares in Q2 2026, an estimated $133K.
  • Fidelity Fundamental Small-Mid Cap ETF made up 0.2% of Per Stirling Capital Management's portfolio in Q2 2026, its #95 holding.
  • Per Stirling Capital Management first reported a position in Fidelity Fundamental Small-Mid Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 86 funds tracked by Wall St. Rank held Fidelity Fundamental Small-Mid Cap ETF as of Q2 2026.

Based on Per Stirling Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.